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FHUMX vs FSMDX
FHUMX vs FSMDX Comparison
Open Charts FHUMX vs FSMDX
Federated Hermes US SMID Institutional
Price$15.37
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets4.59M
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
FHUMX vs FSMDX Comparison Chart in %
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FHUMX vs. FSMDX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FHUMX is a Hold and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. FHUMX (4.6M). FSMDX pays higher dividends than FHUMX: FSMDX (1.24) vs FHUMX (0.10). FHUMX was incepted earlier than FSMDX: FHUMX (5 years) vs FSMDX (14 years). FHUMX (6.45) is less costly to investors than FSMDX (0.03). FHUMX is a more actively managed with annual turnover of: 22.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than FHUMX: FSMDX (0) vs FHUMX (1000000). FSMDX annual gain was more profitable for investors over the last year : 1.54 vs. FHUMX (-11.85). FSMDX return over 5 years is better than : 48.70 vs. FHUMX (28.10).
| FHUMX | FSMDX | FHUMX / FSMDX | |
| Total Expense Ratio | 0.83 | 0.03 | 3,320% |
| Annual Report Gross Expense Ratio | 6.45 | 0.03 | 25,800% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | -0.452 | 10.097 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6M | 45.8B | 0% |
| Annual Yield % from dividends | 0.10 | 1.24 | 8% |
| Returns for 1 year | -11.85 | 1.54 | -771% |
| Returns for 3 years | 17.58 | 38.99 | 45% |
| Returns for 5 years | 28.10 | 48.70 | 58% |
| Returns for 10 years | N/A | 136.04 | - |
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